Cathy Pareto & Associates, Inc Incresed Positions in Q1 2025

Cathy Pareto & Associates, Inc

  • $113 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
45K
+ 69.95%
$50.39 - $50.66 $2.27M - $2.28M
109K $5.54B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
36.2K
+ 85.99%
$43.6 - $49.84 $1.58M - $1.8M
78.2K $3.71B
FNDX
Schwab Fundamental U S Large C

ETFs
37.5K
+ 39.33%
$23.03 - $25.01 $863K - $937K
133K $3.13B
MSFT
Microsoft Corp

Technology
1.98K
+ 56.44%
$375.39 - $447.2 $745K - $887K
5.5K $2.06B
IAU
Ishares Gold Trust

ETFs
5.02K
+ 19.2%
$49.74 - $58.96 $249K - $296K
31.1K $1.84B
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
1.58K
+ 1.88%
$37.97 - $44.02 $59.8K - $69.4K
85.2K $3.61B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.11K
+ 46.23%
$56.17 - $59.71 $343K - $365K
19.3K $1.1B
NFLX
Netflix Inc

Communication Services
290
+ 87.88%
$828.4 - $1058.6 $240K - $307K
620 $578M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.81K
+ 46.76%
$57.21 - $65.8 $218K - $251K
12K $697M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6.27K
+ 31.41%
$40.15 - $47.73 $252K - $299K
26.2K $1.07B
SLV
I Shares Silver Trust

ETFs
1.74K
+ 15.62%
$26.93 - $31.32 $46.7K - $54.3K
12.8K $398M
SCHV
Schwab Strategic Tr Us Large C

ETFs
448
+ 0.25%
$25.77 - $27.6 $11.5K - $12.4K
182K $4.83B
GOOGL
Alphabet Inc.

Communication Services
907
+ 54.08%
$154.33 - $206.19 $140K - $187K
2.58K $400M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
449
+ 13.85%
$106.46 - $114.75 $47.8K - $51.5K
3.69K $407M
HDV
Ishares Core High Dividend ETF

ETFs
15
+ 0.5%
$110.86 - $121.12 $1.66K - $1.82K
3.01K $365M
Pacer Fds Tr
1.27K
+ 12.21%
N/A
11.7K $360M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
57
+ 0.82%
$55.76 - $59.54 $3.18K - $3.39K
6.99K $406M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8
+ 0.04%
$39.96 - $43.3 $320 - $346
21.6K $891M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.15%
$158.56 - $176.26 $317 - $353
1.36K $231M
NEE
Nextera Energy Inc

Utilities
41
+ 0.77%
$66.96 - $76.16 $2.75K - $3.12K
5.35K $379M
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.3%
N/A
1.32K $257M
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.46%
$251.87 - $277.95 $1.01K - $1.11K
878 $227M
RSP
Invesco S&P 500 Equal Weight E

ETFs
25
+ 0.55%
$169.43 - $182.84 $4.24K - $4.57K
4.59K $794M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
9
+ 0.17%
$79.96 - $87.71 $720 - $789
5.19K $427M
DFAT
Dimensional ETF Tr U S Target

ETFs
14
+ 0.29%
$50.44 - $58.1 $706 - $813
4.81K $248M
VTI
Vanguard Total Stock Market Et

ETFs
24
+ 0.81%
$271.18 - $303.12 $6.51K - $7.27K
2.99K $823M
BX
Blackstone Inc.

Financial Services
14
+ 0.88%
$136.53 - $186.74 $1.91K - $2.61K
1.6K $224M
PAVE
Global X Fds Us Infrastructure

ETFs
206
+ 0.84%
$37.31 - $43.82 $7.69K - $9.03K
24.9K $938M
GOOG
Alphabet Inc.

Communication Services
547
+ 10.99%
$156.06 - $207.71 $85.4K - $114K
5.52K $863M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
949
+ 0.68%
$53.6 - $58.97 $50.9K - $56K
141K $7.71B
VBR
Vanguard Small Cap Value ETF

ETFs
140
+ 0.67%
$183.02 - $207.75 $25.6K - $29.1K
20.9K $3.9B
AAPL
Apple Inc.

Technology
3.22K
+ 9.14%
$209.68 - $247.1 $675K - $795K
38.5K $8.54B
Activity Summary
Buys All Purchases 44 New Holdings 11 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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